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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1251
Davis Investment Partners
North Carolina
$553K +$611K +1,280 New
CIM
1252
Cambria Investment Management
California
$552K +$234K +490 +62%
PL
1253
Parthenon LLC
Kentucky
$551K – – –
HT
1254
Heritage Trust
Oklahoma
$551K +$4.77K +10 +0.8%
GWA
1255
Gratus Wealth Advisors
Virginia
$551K -$15.7K -33 -3%
WFPG
1256
Waller Financial Planning Group
Ohio
$550K – – –
BWFA
1257
Baltimore-Washington Financial Advisors
Maryland
$549K +$605K +1,269 New
AWM
1258
Avior Wealth Management
Nebraska
$549K +$11K +23 +2%
MMG
1259
Monetary Management Group
Missouri
$545K +$291K +610 +94%
IFWM
1260
Institute for Wealth Management
Colorado
$545K +$954 +2 +0.2%
AAS
1261
Annex Advisory Services
Wisconsin
$543K +$599K +1,256 New
AW
1262
Alteri Wealth
California
$542K -$12.4K -26 -2%
SW
1263
SVB Wealth
Massachusetts
$542K -$597K -1,252 -50%
HWA
1264
HCR Wealth Advisors
California
$542K +$3.82K +8 +0.6%
WIM
1265
Waycross Investment Management
Washington
$540K +$596K +1,250 New
SWM
1266
Spire Wealth Management
Virginia
$540K -$1.49M -3,117 -71%
AWM
1267
Act Wealth Management
Texas
$538K -$9.54K -20 -2%
VW
1268
Vance Wealth
California
$538K +$66.3K +139 +13%
TTIC
1269
Tower Trust & Investment Company
Iowa
$538K +$23.4K +49 +4%
7WCP
1270
71 West Capital Partners
Massachusetts
$535K -$4.29K -9 -0.7%
CWA
1271
Canvas Wealth Advisors
Kansas
$535K +$230K +482 +64%
CPA
1272
Cardiff Park Advisors
California
$533K +$4.77K +10 +0.8%
BRWA
1273
B. Riley Wealth Advisors
Florida
$530K +$57.7K +121 +11%
GCM
1274
Greenland Capital Management
New York
$530K -$11.9K -25 -2%
EWA
1275
Exencial Wealth Advisors
Oklahoma
$528K +$93K +195 +19%
49 50
51
52 53